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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2007-04-17 |
Branch Locations
50 Salem Street Suite 200, Lynnfield, MA 01940 • United States
West Newbury, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 01/2007 | Present |
| Capital Management Partners, Llc | Peabody | MA | 01/2007 | Present |
| B&M Insurance | Wakefield | MA | 04/2009 | Present |
1. Teacher Retirement Solutions, LLC; Co-Owner; entity created for securities business; as of 08/31/2007, 1% of time spent during business hours, conducted from branch location; investment related. 2. Fixed insurance sales; as of 2003, Less than 5% of time spent during business hours, conducted at branch office; investment related 3. Rental property, co-owner, Located in Haverhill, MA, as of 2016, Less than 3% of time spent during business hours, not investment related, not conducted at branch. 4. Adjunct Faculty/Instructor with Endicott College teaching Financial Management and Control & Evaluating Capital Investments; Located at 376 Hale St., Beverly, MA 01915; As of 2/01/2024; Less than 3% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-06 |
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